Marc Mehlman's Insider Trades & SAST Disclosures
Marc Mehlman's most recent trade in Avantax Inc was a trade of 3,279 Common Stock done . Disclosure was reported to the exchange on April 27, 2023.
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Avantax Inc | Marc Mehlman | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. | 27 Apr 2023 | 3,279 | 88,367 (0%) | 0% | 0 | Common Stock | |
| Avantax Inc | Marc Mehlman | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Jan 2023 | 19,731 | 95,776 (0%) | 0% | 0 | Common Stock | |
| Avantax Inc | Marc Mehlman | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.34 per share. | 03 Jan 2023 | 2,616 | 93,160 (0%) | 0% | 25.3 | 66,289 | Common Stock |
| Avantax Inc | Marc Mehlman | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.72 per share. | 03 Jan 2023 | 1,514 | 91,646 (0%) | 0% | 25.7 | 38,940 | Common Stock |
| Avantax Inc | Marc Mehlman | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.22 per share. | 27 Apr 2022 | 2,028 | 76,045 (0%) | 0% | 20.2 | 41,006 | Common Stock |
| Avantax Inc | Marc Mehlman | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Jan 2022 | 28,280 | 79,917 (0%) | 0% | 0 | Common Stock | |
| Avantax Inc | Marc Mehlman | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.80 per share. | 03 Jan 2022 | 1,844 | 78,073 (0%) | 0% | 17.8 | 32,823 | Common Stock |
| Avantax Inc | Marc Mehlman | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.46 per share. | 27 Apr 2021 | 2,029 | 41,637 (0%) | 0% | 14.5 | 29,339 | Common Stock |
| Avantax Inc | Marc Mehlman | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 04 Jan 2021 | 30,333 | 30,333 | - | - | Common Stock | |
| Avantax Inc | Marc Mehlman | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 04 Jan 2021 | 18,666 | 43,666 (0%) | 0% | 0 | Common Stock | |
| Avantax Inc | Marc Mehlman | Chief Financial Officer | Purchase of securities on an exchange or from another person at price $ 11.55 per share. | 12 Aug 2020 | 2,025 | 2,025 (0%) | 0% | 11.6 | 23,398 | Common Stock |
| Avantax Inc | Marc Mehlman | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 27 Apr 2020 | 70,000 | 70,000 | - | - | Stock Option (Right to Buy) | |
| Avantax Inc | Marc Mehlman | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 27 Apr 2020 | 25,000 | 25,000 (0%) | 0% | 0 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges